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15 Wealth Advisors LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

15 Wealth Advisors LLC’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$433K Buy
+7,049
New +$427K 0.11% 77

Other funds holding XLE

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

15 Wealth Advisors LLC's XLE Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 7,049 shares worth $433K. The stake represents 0.11% of the portfolio and ranks #77 among its holdings.

276 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • 15 Wealth Advisors LLC held 7,049 shares of State Street Energy Select Sector SPDR ETF worth $433K as of Q3 2026.
  • State Street Energy Select Sector SPDR ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.11% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #77 holding.
  • 276 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.